Customizing your plan and portfolio

We’ll begin our professional relationship by getting to know you and your family, gathering information about your current circumstances, future goals, needs, concerns and aspirations. It’s what will ultimately help us personalize a plan to map it all out. Your plan will help us address more complex matters related to selling a business or establishing a charitable trust, as well as executive benefits planning, asset-protection trusts, legacy and philanthropic planning, and private family foundations. We’ll work hand in hand to create a framework for making collaborative decisions – applying not only our insights but those of your tax and legal professionals as well.

To customize your portfolio, we will create an investment plan with recommendations tailored specifically for you. We’ll consider different investment options and a risk/reward balance that corresponds with your investment objectives, time horizon and risk profile.

Our manager research and due diligence department evaluates participating fund managers and searches for new managers who meet our strict quantitative and qualitative requirements. We will update our capital markets assumptions and portfolio recommendations as times change.

We will oversee elements of your financial life in a concerted effort to ensure we are providing a wealth planning program that remains aligned with your goals, changes in your life and fluctuations in the market. We will remain in contact to keep you informed and apprised of your financial status.